See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,207 | $71,050-13.9% | $93,606-34.6% | $80,856-24.3% |
| Participation rate | 82.1% | 60.4%+21.7pp | 68.7%+13.4pp | 67.6%+14.5pp |
| Annual return | 15.77% | 11.26%+4.5pp | 133.20%-117.4pp | 35.59%-19.8pp |
| Employer contribution / active EE | $2,323 | $1,564+48.6% | $2,420-4.0% | $2,755-15.7% |
| Participant deferral / active EE | $5,209 | $4,034+29.1% | $4,411+18.1% | $4,296+21.3% |
| Admin fee / account holder | $2,143 | $6,945-69.1% | $8,285-74.1% | $6,918-69.0% |